T
$43.5M Total AUM
$43.5M Disc. AUM
-- 3Y CAGR
1 Employees
228 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-10-1995
- Office Locations
- 1
Office Locations
P.o. BOX 7002 Tacoma WA
About Tacoma Investment Group
Tacoma Investment Group is a Tacoma-based RIA. The firm has been operating for 31 years. Managing $43.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$43.5M AVG AUM / ADVISOR
$190.8K AVG AUM / CLIENT
31.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
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L
LAURENCE OBRIEN ELVINS
Financial Advisor
- CRD
- #1270711
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,501,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,501,453 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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